105: 4 Reasons to Avoid Multiple Financial Advisors - Weekend Reading

Retire With Purpose - The Retirement Podcast

Casey Weade

Self-improvement, Business, Investing, Education

4.7 • 564 Ratings

🗓️ 17 January 2020

⏱️ 26 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

This week's retirement reading is from HuffPost, titled 4 Reasons to Avoid Multiple Financial Advisors. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/105

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.

Show Notes: Howardbailey.com/105

Rate & Review the Podcast: RetireWithPurpose.com/review

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Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Transcript

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0:00.0	Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence.
0:14.4	Casey Wheat is a certified financial planner and president of Howard Bailey Financial.
0:18.4	His newest book, Job Optional, is a Wall Street Journal bestseller
0:22.2	and is available now on Amazon and at Retirewithpurpose.com.
0:26.8	He's your host on Retire with Purpose.
0:29.4	Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose.
0:36.1	Join me this week and every week as we discuss thoughts and ideas with some of today's
0:41.9	most successful retirees and experts in the field of finance.
0:46.4	These strategies can help make you better financial decisions so you can live the lifestyle
0:52.5	you've always imagined and deserved. Welcome to the show.
1:02.2	Hey, what's up everybody? This is Casey. I'm joined by my good friend and co-host, Marshall Johnson,
1:08.5	here with me. Hey, hey. And this is our special weekend reading for retirees and pre-retirees episode that we try to release every single Friday. And this is actually one article that we've pulled out of our four articles that we send out every single Friday from weekend reading. So if you've signed up, then you are receiving four articles that we've
1:29.4	gone out there, done the research for you to find trending retirement topics. That could be in
1:34.9	the tax realm, the investment realm, it could just be in the psychology of retirement for that matter.
1:40.4	These are things we feel like you need to stay on top of in order to make the very
1:45.0	best decisions in retirement. And those just happen to be educated decisions. And in order to do
1:50.7	that, you need to sign up for weekend reading. You can do that at retirethpurpose.com.
1:55.0	Scroll on down to weekend reading. Get yourself signed up. Another unique opportunity you have
1:59.7	as a individual that is signed up for
2:02.4	weekend reading is you also get the opportunity to ask questions of our guests. So when I record
2:08.9	an interview with a guest, I will send you out an email. And these interviews get released
2:16.3	months after they've actually been recorded.
	...

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